Wealth Advisor Development Program - Path to Financial Advisor

Bank of America Corporation; Lewiston (ME); Sur place; USD 80 000 - 90 000; Plein temps

Résumé du poste

Bank of America’s Merrill Advisor Development Program offers a path to becoming a Financial Advisor by building relationships, assessing client goals, and delivering comprehensive investment recommendations. You will work with Merrill Advisor Teams to grow your book and provide end-to-end wealth guidance.

The role emphasizes sourcing clients, collaborating with banking partners, and completing mandated training while delivering personalized financial strategies for high-net-worth individuals.

Qualifications

• Series 7 and 66 licenses required (63/65 in lieu of 66).
• Minimum 1 year in financial services or sales with targets achieved.
• Investments knowledge and training in investment products and services.
• Strong interpersonal and relationship-building skills.

Responsabilités

• Handle inbound inquiries about Merrill offerings and advise clients.
• Build and manage a client book to meet performance hurdles.
• Document client interactions in Salesforce accurately.
• Collaborate with Merrill Advisor Teams for portfolio growth.

Connaissances

Business Acumen

Business Development

Prospecting

Wealth Planning

Analytical Thinking

Client Solutions Advisory

Active Listening

Referral Management

Portfolio Analysis

Formation

Bachelor's degree

High School Diploma / GED

Outils

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America’s Merrill Advisor Development Program offers a path to becoming a Financial Advisor by building relationships, assessing client goals, and delivering comprehensive investment recommendations. You will work with Merrill Advisor Teams to grow your book and provide end-to-end wealth guidance.

The role emphasizes sourcing clients, collaborating with banking partners, and completing mandated training while delivering personalized financial strategies for high-net-worth individuals.